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Meet The Team

Delivering an Industry Leading Customer Experience

Kelsie Jourgensen

Executive Assistant | Customer Service & Scheduling

Kelsie is a graduate from Florida State University and has a background in healthcare and customer service. With strong organizational skills, she ensures seamless operations. Her customer-centric approach and efficiency makes her an invaluable asset to the team but more importantly, our clients.

Stephanie Davis

Customer Service | Records

Stephanie is a skilled professional in the realm of customer service and records. With a passion for delivering exceptional customer experiences, Stephanie combines her experience in healthcare and managing customer interactions with meticulous record-keeping. They are dedicated to maintaining accurate and comprehensive records that support seamless operations and informed decision-making.

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Richard Atenza

Life Insurance Broker

Richard is a seasoned life insurance broker with over 9 years of industry experience. Known for his deep knowledge and expertise in the field. His primary focus is helping clients find tailored life insurance solutions that provide financial security and peace of mind.

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